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CIK 0001898282 • 7 13F filings • Apr 15, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABORATORIES | COM | $700K | 0.4% | 6,818 SH | New |
| ABBVIE INC | COM | $200K | 0.1% | 920 SH | New |
| AFLAC INC | COM | $4.6M | 2.5%Prev: 2.9% | 42,214 SH | Decreased+542 SH |
| ALPHABET INC | CAP STK CL A | $647K | 0.3%Prev: 0.2% | 2,251 SH | Increased+151 SH |
| ALPHABET INC | CAP STK CL C | $326K | 0.2% | 1,138 SH | New |
| AMGEN INC | COM | $4.1M | 2.2%Prev: 2.2% | 11,605 SH | Increased+220 SH |
| ANALOG DEVICES INC | COM | $1.6M | 0.9%Prev: 0.6% | 5,037 SH | Increased+37 SH |
| APPLE INC | COM | $5.4M | 2.9%Prev: 2.9% | 21,280 SH | Increased+387 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $8.6M | 4.6%Prev: 5.9% | 12 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $256K | 0.1%Prev: 0.2% | 534 SH | Decreased |
| BLACKROCK INC | COM | $4.9M | 2.6%Prev: 2.9% | 5,092 SH | Increased+148 SH |
| BLACKSTONE INC | COM | $4.5M | 2.4%Prev: 0.7% | 39,215 SH | Increased+31,572 SH |
| CHEVRON CORPORATION | COM | $7.2M | 3.9% | 34,839 SH | New |
| CHUBB LTD SWITZ | COM | $6.0M | 3.2% | 18,286 SH | New |
| CINTAS CORP | COM | $338K | 0.2%Prev: 0.3% | 2,000 SH | Decreased |
| CISCO SYS INC | COM | $5.8M | 3.1%Prev: 2.9% | 75,079 SH | Increased-906 SH |
| COSTCO WHOLESALE CORPORATION | COM | $634K | 0.3% | 636 SH | New |
| DARDEN RESTAURANTS INC | COM | $5.3M | 2.8%Prev: 3.3% | 26,868 SH | Increased+1,517 SH |
| DOMINION ENERGY INC | COM | $3.5M | 1.9%Prev: 1.8% | 56,596 SH | Increased+4,514 SH |
| DUKE ENERGY CORP NEW | COM NEW | $5.2M | 2.8%Prev: 2.9% | 39,889 SH | Increased+788 SH |
| EMERSON ELEC CO | COM | $3.9M | 2.1%Prev: 2.0% | 30,033 SH | Increased-130 SH |
| EQUIFAX INC | COM | $270K | 0.1%Prev: 0.2% | 1,500 SH | Decreased |
| FURY GOLD MINES LIMITED | COM | $43K | 0.0% | 70,000 SH | New |
| HERSHEY CO | COM | $4.6M | 2.5%Prev: 2.2% | 22,268 SH | Increased+1,304 SH |
| HOME DEPOT INC | COM | $2.0M | 1.1%Prev: 1.3% | 6,110 SH | Decreased+387 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $450K | 0.2% | 2,347 SH | New |
| ISHARES TR | FUTURE AI & TECH | $233K | 0.1% | 5,000 SH | New |
| ISHARES TR | IBDS DEC28 ETF | $5.1M | 2.7%Prev: 2.7% | 199,615 SH | Increased+24,910 SH |
| ISHARES TR | IBONDS 27 ETF | $4.8M | 2.6%Prev: 2.6% | 199,615 SH | Increased+24,910 SH |
| ISHARES TR | IBONDS DEC 2030 | $4.4M | 2.3% | 199,390 SH | New |
| ISHARES TR | IBONDS DEC 2031 | $4.0M | 2.1% | 191,815 SH | New |
| ISHARES TR | IBONDS DEC 29 | $4.6M | 2.5%Prev: 2.5% | 199,115 SH | Increased+24,410 SH |
| ISHARES TR | IBONDS DEC2026 | $4.8M | 2.6%Prev: 2.6% | 199,615 SH | Increased+24,910 SH |
| JPMORGAN CHASE & CO | COM | $6.8M | 3.6% | 22,950 SH | New |
| KINDER MORGAN INC DEL | COM | $7.1M | 3.8%Prev: 3.5% | 213,148 SH | Increased+17,204 SH |
| LOWES COS INC | COM | $863K | 0.5%Prev: 0.5% | 3,651 SH | Increased+409 SH |
| MARKEL GROUP INC | COM | $3.4M | 1.8%Prev: 1.8% | 1,758 SH | Increased+179 SH |
| MCDONALDS CORP | COM | $4.2M | 2.2%Prev: 2.5% | 13,400 SH | Increased+531 SH |
| MEDTRONIC PLC | SHS | $3.0M | 1.6%Prev: 1.7% | 34,235 SH | Increased+2,747 SH |
| MICROSOFT CORP | COM | $4.7M | 2.5%Prev: 2.7% | 12,604 SH | Increased+1,143 SH |
| MID-AMER APT CMNTYS INC | COM | $4.1M | 2.2%Prev: 3.2% | 33,409 SH | Decreased+2,692 SH |
| NVIDIA CORPORATION | COM | $349K | 0.2% | 2,000 SH | New |
| PEPSICO INC | COM | $5.7M | 3.0%Prev: 2.1% | 36,453 SH | Increased+13,435 SH |
| PHILLIPS 66 | COM | $6.9M | 3.7%Prev: 2.2% | 37,656 SH | Increased+8,519 SH |
| QUALCOMM INC | COM | $4.0M | 2.1%Prev: 2.7% | 30,683 SH | Decreased+1,863 SH |
| REALTY INCOME CORP | COM | $3.4M | 1.8%Prev: 1.9% | 55,996 SH | Increased+3,169 SH |
| SOUTHERN CO | COM | $5.4M | 2.9%Prev: 3.1% | 55,464 SH | Increased+652 SH |
| SPDR GOLD TR | GOLD SHS | $369K | 0.2% | 857 SH | New |
| STAG INDUSTRIAL INC | COM | $3.4M | 1.8% | 93,995 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.3M | 0.7% | 2,000 SH | New |
| TARGET CORP | COM | $4.8M | 2.6%Prev: 2.2% | 40,010 SH | Increased+6,077 SH |
| TRX GOLD CORPORATION | COM | $113K | 0.1% | 75,000 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $234K | 0.1% | 2,550 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $3.6M | 1.9%Prev: 1.9% | 71,632 SH | Increased+4,624 SH |
| WALMART INC | COM | $4.2M | 2.3%Prev: 2.4% | 34,018 SH | Increased-10,582 SH |
| 13F-HR |
| 0001898282-25-000002 |
| $173.6M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001898282-26-000003 | $200.8M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003923 | $164.5M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001898282-26-000002 | $186.8M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002108 | $161.9M | View |